Lockheed Martin (LMT)

Firefly's $1.4 billion backlog and Redwire's 45.8% revenue growth point to very different bets, and the valuation gap may be the deciding factor.

AI-driven electricity demand and defense needs have given these three companies record order books that stretch for years.

Labcorp (NYSE:LH) Chief Financial Officer Julia Wang said strength in the company’s central laboratory business and diagnostic testing helped drive third-quarter growth, while management prepares for a potential reduction in government reimbursement rates in 2027. Speaking at the UBS Global Healthc

Strong earnings, along with visibility into longer-term F-35 and missile demand, pushed shares higher.

A new NASA contract could be worth $10 billion -- or $15 billion -- to Voyager Technologies (and others).

A new NASA contract could be worth $10 billion -- or $15 billion -- to Intuitive Machines (and others).

NASA over the weekend awarded major contracts to SpaceX, Blue Origin, Lockheed Martin and more for its Moon Base efforts. Space stocks surged.

Defense ETFs SHLD, ITA, and PPA offer distinct exposure to global military spending as midterm election results and the Iran war shape the sector's outlook despite recent declines.

Karman (NYSE:KRMN) raised its full-year 2026 outlook after reporting record third-quarter revenue and a backlog of $1.7 billion, as defense orders and acquisitions helped drive growth. The space and defense supplier reported revenue of $202 million, up 66% from a year earlier, while organic revenue

Record backlog and a new THAAD deal, but debt climbed sharply this quarter.

Election 2026 wasn't good news for Lockheed Martin stock.

Adjusted EBITDA rose 39% as defense and chip demand offset China battery softness.

IPG Photonics (NASDAQ:IPGP) reported third-quarter revenue growth of 15% year over year to $288 million, marking its fourth consecutive quarter of double-digit growth as industrial and advanced solutions both contributed to the increase. CEO Mark Gitin said demand strengthened across most markets,

The company has disappointed with its execution in recent years, but it looks like management's updated guidance has reset expectations such that the stock has significant upside potential.

Lockheed Martin's $58.6 billion PAC-3 award shows how America's rearmament push is turning defense spending into factory expansion.

Explore RTX’s role in missile replenishment and counter-drone defense—and the investment thesis behind Luke Lango’s Rearming America briefing.

Lockheed Martin's latest agreements with the Department of Defense are signaling a more productive relationship between defense companies and the government, and that's a good thing for sector investors.

Aerospace giant takes a brief detour under the sea to scoop up a sonobuoy and sonar company.

Anduril may be private, but these three publicly traded defense giants could give investors a way to profit from America's $185 billion Golden Dome build-out.

Firefly stock is down today -- but could soon fly right back up.

Substantial progress for Firefly's business hasn't been enough to support gains for its stock.